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JPMorgan Chase Bank - Private Client Mortgage Banker Resume Example

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Iewdn E. Otpshmon
XXXX X XXXXXX XXX, Covina, CA 91724
Professional Summary
Experienced professional with over 10 years in Residential Lending, Retail Banking, Business Banking and Business Development. Excel at interfacing with others at all levels to ensure organizational goals are attained.Proactive approach has resulted in capturing numerous accounts and expanding client base. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success.
  • Lead Generation
  • Networking
  • Business Development
  • Relationship Management
  • Credit Analysis
  • Time Management
  • Negotiation Skills
  • Complex Problem Solving
VP, Residential Loan Consultant II Oct 2016Present City National Bank Los Angeles, CA
  • Responsible for referral-based sales of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients.
  •  Partner with CNB's Relationship Managers, support business development activities of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products and services.
  • Conduct client/prospect needs analysis and develop proposed solutions/sales presentations to meet their needs. Maintain current knowledge of all first mortgage and concurrent second loan products and services offered.
  • Focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new relationships.
  • Assist team leaders in training programs as needed.
Private Client Mortgage Banker Aug 2012Oct 2016 JPMorgan Chase Bank, N.A Chino Hills, Ca
  • Manage bank branch mortgage portfolio of customer totaling over $70 millions in mortgage balances.
  • Managing mortgage inquiries from branch customers, branch partners to maintain mortgage retention and increase year over year new mortgage balance growth.
  • Cross sell bank products for Branch Partners, Relationship Bankers, Private Client Banker, Relationship Managers, Financial Advisor.  
  • Explain to Private Client customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Prospecting outside the branch to market bank products to individuals with net worth of $500,000 to over $1,000,000 by  promoting private client bank services that meet customers needs.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans,( builders, real estate agents, cpa's, attorneys, architects, title & escrow representative,  and business owners).  
  • 93% Customer satisfaction, 81% Loan pull through and 86.05% in loan file quality
Relationship Banker /Business Specialist Jul 2009Jul 2012 JPMorgan Chase Bank, N.A. West Covina, Ca
  • Top 15 Banker in the LA South District
  • Average 38.6 new dda personal and 11.4 new business dda per month with average business balance of 75,000
  • Responsible for bring in new business banking relationships to my home branch
  • Process loan applications for business customers with lending needs from $100,000 to $500,000 in business lines of credit, equipment loans, SBA loans 
  • Growing branch revenue from new businesses through cold calling, networking and referral system
  • Deepen and Retain Relationships- Completely profile new and existing clients to ensure cross-sell of deposit, credit, convenience, insurance, wealth management, cash management and personal relationships.    
  • Acquire business- Prospect in and out of assigned portfolio to bring in new business clients, and develop and work centers of influence to expand customer base
  • Drive Portfolio P & L Growth- Work with the existing book of business clients to ensure business and personal cross-sell, capture of entire relationship, and improved client retention, to increase portfolio balance and revenue growth
Insurance Agent Nov 2008Jul 2009 Western & Southern Financial Covina, Ca
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including, life, medical and dental insurance or specialized policies
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Loan Officer Oct 2006Oct 2007 Bank of America West Covina, Ca
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
Mortgage Wholesale AE Aug 2004Sep 2006 PMAC Lending Services Chino Hills , Ca
  • Oversee activities directly related to making products or providing services.
  • Open and manage accounts for mortgage brokers (wholesale)
  • Manage and maintain book of business of over 200 brokers
  • Market company loan products and services
Bachelor of Arts Dec 2009 West Virginia Tech University Montgomary , WV
Associate of Science May 2002 Citrus College Glendora , Ca
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Resume Details

This is a real resume for a Private Client Mortgage Banker in Covina, California with experience working for such companies as City National Bank, Jpmorgan Chase Bank Na, Western Southern Financial. This is one of the hundreds of Private Client Mortgage Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Private Client Mortgage Banker resume.

Previous Companies:

  • City National Bank
  • JPMorgan Chase Bank NA
  • Western Southern Financial

Previous Job Positions:

  • Relationship Banker
  • Business Specialist
  • Insurance Agent
  • Loan Officer


  • West Virginia Tech University
  • Citrus College

Level of Education:

  • Bachelor of Arts
  • Associate of Science

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